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AmeriFlex Group’s Williams-Sonoma WSM Stock Holding History

AmeriFlex Group’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98.6K Buy
423
+59
+16% +$11.7K 0.04% 333
2026
Q1 		$66.3K Buy
364
+49
+16% +$9.78K 0.03% 370
2025
Q4 		$56.3K Buy
315
+13
+4% +$2.44K 0.03% 396
2025
Q3 		$59K Buy
302
+276
+1,062% +$52.8K 0.02% 439
2025
Q2 		$4.21K Hold
26
– – ﹤0.01% 858
2025
Q1 		$4.11K Hold
26
– – ﹤0.01% 1031
2024
Q4 		$5.5K Buy
+26
New +$4.13K ﹤0.01% 895

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AmeriFlex Group's WSM Position: Q2 2026 in Review

AmeriFlex Group increased its Williams-Sonoma (WSM) stake by 16% in Q2 2026, buying an estimated $11.7K and bringing the position to 423 shares worth $98.6K. The position accounts for 0.04% of the portfolio, ranked #333.

AmeriFlex Group first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • AmeriFlex Group held 423 shares of Williams-Sonoma worth $98.6K as of Q2 2026.
  • AmeriFlex Group bought 59 Williams-Sonoma shares in Q2 2026, an estimated $11.7K.
  • Williams-Sonoma made up 0.04% of AmeriFlex Group's portfolio in Q2 2026, its #333 holding.
  • AmeriFlex Group first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.